Aragorn Ltd.

Overview

Aragorn Ltd. is a small, independent registered investment adviser serving individual and family clients with a mix of ongoing portfolio management and financial planning work. The firm emphasizes publicly traded pooled vehicles—primarily mutual funds and other public funds—as the core building blocks of client portfolios, using those vehicles to deliver diversified equity and fixed-income exposure. Aragorn Ltd. charges a combination of percentage-of-AUM fees and non-recurring hourly or fixed fees, which points to a hybrid model: ongoing asset management alongside discrete planning or consulting engagements. Advisory services listed include financial planning and portfolio management for individuals, small businesses, and select business or institutional clients. The firm reports an industry affiliation with a law firm, which may indicate referral relationships or a client base that includes legal professionals or closely held business owners. Aragorn Ltd. does not position itself as an ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser.

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Location & Offices